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Platform

Platform

The Nitrogen Platform

The comprehensive client engagement platform for wealth management firms

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Use Cases

Generate Leads

Incite curiosity with the four most powerful words in fintech: “What’s your Risk Number?”

Quantifying Risk Tolerance

The old way of stereotyping investors based upon age just doesn’t cut it anymore.

Reframing Client Expectations

Meet the #1 proposal engine for wealth management firms.

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WHAT IS THE NITROGEN PLATFORM?

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Products

Products

Risk Tolerance

Set the right expectations with the Risk Number and proven process.

Proposals

Meet the #1 proposal engine for wealth management firms.

Portfolio Analytics

Speed up investment research and provide deep portfolio analytics for the most analytical of clients.

Retirement Planning

Illustrate the path to success and uncover held-away assets.

Engagement

Build a strong foundation with your clients and get early warning signals when clients might need a little care.

Lead Gen

Turn traffic into leads, and leads into clients with the four most powerful words in the profession: “What’s Your Risk Number?”

Firm Controls & Dashboards

Unlock firmwide controls and let Command Center monitor the risk and growth of your entire AUM.

Platform Integrations

Seamlessly integrate your firm’s existing software and workflows. Learn More >
Customers

CONNECT

Email Us

Existing customers can email us at [email protected]

Call Us

You can call us at (530) 748-1660

Live Chat

Log into product and our team is standing by to assist

Connect on Social

We'd love to stay connected — find us @NitrogenWealth

LEARN

Blog

Read about the latest trends in financial services

Annual Conference

Network with more than 1,200+ investment professionals

Webinars

Search for upcoming and on-demand webinars

Nitrogen Labs

Watch sessions on demand or join live for interactive Q&A

CUSTOMER RESOURCES

From Nitrogen platform training to marketing assets, our library of customer resources exists to help your firm get the most from Nitrogen. Learn More >
Resources

PRODUCT RESOURCES

Methodology

See how our sophisticated set of tools calculate core measurements

Knowledge Base

Access hundreds of searchable articles to get quick answers

Resource Library

Articles, white papers, guides, templates, and more to help your firm succeed

Compliance Kit

Turn compliance into your firm's biggest opportunity

WHO WE SERVE

Financial Advisors

Illustrate your expertise through the lens of risk with the Nitrogen platform

Wealth Management Firms

Create a common language between home offices, advisors, and clients

Banks

Engage clients, increase wallet share, and empower fearless investing

Insurance

Illustrate your product recommendations like never before

LEARN ABOUT OUR FEATURES

See what powerful features are packed into the Nitrogen platform. Learn More >
Pricing

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Webinar Replay

Replay | Capitalizing on Artificial Intelligence: Opportunities to Grow Your Firm

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